Can a bypass trust include a privacy agreement for beneficiaries?
Absolutely, a bypass trust can—and often should—include a privacy agreement designed to protect beneficiary information, offering a multi-layered approach to …
Escondido Estate Planning
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan within a trust, specifically when anticipating a potential merger with another trust, is …
Can I limit access to trust funds for non-residents of the U.S.?
The question of restricting access to trust funds based on residency status is a common one, particularly as families become …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but ensuring they continue to fulfill their intended charitable purpose requires …
How do I transfer real estate into a trust?
Transferring real estate into a trust is a crucial step in comprehensive estate planning, ensuring a smooth transition of assets …